Managing My Business with Obsidian (CRM)

A personal workflow for managing business operations using Obsidian as a CRM system. The author creates separate notes for each company with an 'Inc' suffix, uses the Obsidian Projects plugin (and newer Bases core plugin) for sales funnels and table views, and leverages Dataview queries to track writing projects, word counts, and retainer agreements. The approach emphasizes data longevity through plain text files over proprietary platforms.